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Home - OMRF News - Archives for CFP

CFP

OMRF to host virtual estate planning seminar Sept. 29

September 12, 2022

Event geared toward attorneys, CPAs, certified financial planners, trust officers

Filed Under: News Tagged With: CFP, CPA, estate attorney, estate planning, Oklahoma Medical Research Foundation, OMRF, Robert keebler

OMRF to host estate-planning seminars in OKC, Tulsa

September 23, 2019

The 15th annual seminar will feature three speakers discussing the impact of artificial intelligence on estate planning.

Filed Under: News Tagged With: ameritrust, Bank of Oklahoma, campus, CFP, cps, crowe & dunlevy, development, doubletree hotel, downtown, estate, financial planners, Heritage Trust Company, jeff glickman, jonathan blattmachr, michael l graham, news, newsok, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, planning, registration, Rogers & Bell, science, seminar, simmons bank, trust officers, Tulsa

OMRF to host estate-planning seminars on Sept. 18, 19

September 4, 2018

The two-day event is scheduled for Sept. 18 in Oklahoma City and Sept. 19 in Tulsa.

Filed Under: News Tagged With: 2018, attorney, bessemer trust, campus, CFP, CPA, downtown doubletree hotel, estate, estate planning seminar, financial planner, metro, newsok, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, planning, registration, steve akers, Tulsa, tulsa world

OMRF to host estate-planning seminars on Nov. 30, Dec. 1

November 13, 2017

The two-day event is scheduled for Nov. 30 in Oklahoma City and Dec. 1 in Tulsa.

Filed Under: News Tagged With: attorney, Bank of Oklahoma, baylor, bok, campus, CFP, councel, CPA, crowe & dunlevy, dallas, development, estate, estate planning, event, finance, Grant Thornton, hartzog conger cason & neville, heritage trust, highground advisors, HoganTaylor, joe hancock, materials, news, newsok, officer, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, planner, register, registration, rogers and bell, seminar, trust, Tulsa

OMRF hosting estate-planning seminars in OKC, Tulsa

November 1, 2016

The featured speaker at both events will be Pamela Jones Davidson, J.D.

Filed Under: News Tagged With: annual, attorneys, CFP, CPA, davidson gift design, development, doubletree hotel, down economy, downtown, estate planning, featured, financial planner, gift planning, Ginny Bass Carl, giving, indiana, meeting, office, OKC, Oklahoma City, Oklahoma Medical Research Foundation, OMRF, online, options, pamela jones davidson, planned giving, practical, president, public, register, registration, required, seminar, speaker, thompson & associates, trust officer, Tulsa

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OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13th St.
Oklahoma City, OK 73104
(405) 271-6673
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